Financial Architects (New Jersey)’s iShares Global Financials ETF IXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,323
| Closed | -$69K | – | 518 |
|
|
2020
Q2 | $69K | Buy |
1,323
+20
| +2% | +$1.04K | 0.02% | 373 |
|
|
2020
Q1 | $62K | Sell |
1,303
-214
| -14% | -$10.2K | 0.02% | 361 |
|
|
2019
Q4 | $104K | Buy |
1,517
+18
| +1% | +$1.23K | 0.02% | 325 |
|
|
2019
Q3 | $96K | Hold |
1,499
| – | – | 0.02% | 335 |
|
|
2019
Q2 | $96K | Buy |
1,499
+26
| +2% | +$1.67K | 0.02% | 345 |
|
|
2019
Q1 | $91K | Hold |
1,473
| – | – | 0.02% | 433 |
|
|
2018
Q4 | $84K | Sell |
1,473
-153
| -9% | -$8.73K | 0.02% | 403 |
|
|
2018
Q3 | $107K | Hold |
1,626
| – | – | 0.02% | 397 |
|
|
2018
Q2 | $104K | Buy |
1,626
+29
| +2% | +$1.86K | 0.02% | 396 |
|
|
2018
Q1 | $111K | Hold |
1,597
| – | – | 0.02% | 385 |
|
|
2017
Q4 | $112K | Buy |
1,597
+15
| +0.9% | +$1.05K | 0.02% | 413 |
|
|
2017
Q3 | $106K | Buy |
+1,582
| New | +$106K | 0.02% | 444 |
|